Financial Engines Advisors’s Southern Company SO Stock Holding History

Financial Engines Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$204K	Sell	2,113 -1,295	-38%	-$120K	﹤0.01%	515
2025 Q4	$297K	Sell	3,408 -2,105	-38%	-$192K	﹤0.01%	469
2025 Q3	$522K	Buy	+5,513	New	+$515K	﹤0.01%	388
2024 Q3	–	Sell	-4,138	Closed	-$321K	–	394
2024 Q2	$321K	Buy	4,138 +674	+19%	+$51.1K	﹤0.01%	299
2024 Q1	$249K	Buy	+3,464	New	+$239K	﹤0.01%	311
2023 Q4	–	Sell	-5,430	Closed	-$351K	–	337
2023 Q3	$351K	Sell	5,430 -172	-3%	-$11.9K	﹤0.01%	228
2023 Q2	$394K	Buy	+5,602	New	+$402K	﹤0.01%	225
2023 Q1	–	Sell	-3,095	Closed	-$221K	–	307
2022 Q4	$221K	Buy	+3,095	New	+$207K	﹤0.01%	271
2022 Q3	–	Sell	-4,421	Closed	-$315K	–	304
2022 Q2	$315K	Buy	4,421 +362	+9%	+$26.6K	﹤0.01%	248
2022 Q1	$294K	Buy	+4,059	New	+$275K	﹤0.01%	258
2018 Q1	–	Sell	-251	Closed	-$12K	–	216
2017 Q4	$12K	Buy	+251	New	+$12.8K	﹤0.01%	104

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Engines Advisors's SO Position: Q1 2026 in Review

Financial Engines Advisors reduced its Southern Company (SO) stake by 38% in Q1 2026, selling an estimated $120K and leaving 2,113 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Financial Engines Advisors first reported a position in SO in Q4 2017 and has held it in 11 quarters since. The position peaked at $522K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Financial Engines Advisors held 2,113 shares of Southern Company worth $204K as of Q1 2026.
Financial Engines Advisors sold 1,295 Southern Company shares in Q1 2026, an estimated $120K.
Southern Company made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #515 holding.
Financial Engines Advisors first reported a position in Southern Company in Q4 2017 and has held it in 11 quarters since.
Financial Engines Advisors's Southern Company position peaked at $522K in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.